ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,393 | -1.6% | 2,827 | -0.4% | 0.02% | -4.8% |
| Q1 2023 | $307,265 | -46.7% | 2,839 | -47.6% | 0.02% | -48.8% |
| Q4 2022 | $576,106 | +87.7% | 5,413 | +87.8% | 0.04% | +78.3% |
| Q3 2022 | $307,000 | -61.7% | 2,883 | -60.4% | 0.02% | -61.0% |
| Q2 2022 | $802,000 | +95.6% | 7,288 | +99.5% | 0.06% | +110.7% |
| Q1 2022 | $410,000 | +54.1% | 3,653 | +61.1% | 0.03% | +33.3% |
| Q4 2021 | $266,000 | -83.3% | 2,268 | -83.2% | 0.02% | -84.9% |
| Q3 2021 | $1,595,000 | +7.7% | 13,466 | +7.7% | 0.14% | +6.1% |
| Q2 2021 | $1,481,000 | -21.9% | 12,507 | -22.4% | 0.13% | -30.7% |
| Q1 2021 | $1,897,000 | +49.0% | 16,109 | +51.3% | 0.19% | +26.8% |
| Q4 2020 | $1,273,000 | -2.2% | 10,649 | -0.9% | 0.15% | -14.4% |
| Q3 2020 | $1,302,000 | +25.6% | 10,751 | +25.6% | 0.17% | +16.8% |
| Q2 2020 | $1,037,000 | +262.6% | 8,562 | +261.3% | 0.15% | +231.1% |
| Q1 2020 | $286,000 | -74.5% | 2,370 | -75.3% | 0.04% | -73.2% |
| Q3 2019 | $1,120,000 | +130.9% | 9,614 | +128.6% | 0.17% | +121.1% |
| Q2 2019 | $485,000 | – | 4,205 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |